Why We Built Third View
- Jerry Sneed
- Apr 28
- 3 min read
Updated: Jul 15
Why we built Third View
I co-founded Third View Private Wealth with two of my closest friends, Frank McKiernan and Zoltan Pongracz, with whom I’ve shared a deep bond for over two decades. Our friendship was forged through shared interests like fitness and a deep passion for financial markets, but more importantly, it grew from a common thread: an unwavering work ethic driven by a desire to make our parents proud.
We come from families filled with love and working-class roots. Like many of history’s greatest entrepreneurs, this upbringing unknowingly shaped us, instilling in us a deep drive to create better lives for our families. Over time, that personal motivation evolved into the foundation of our professional ethos: make our clients proud.
At Third View, our purpose is rooted in the belief that wealth is more than numbers. It’s the culmination of hard work, sacrifice, and dreams. We understand what our clients have built, and we’re here to help secure, preserve, and grow it for them and their families. It’s not just about financial returns, it’s about being trusted stewards of their success, ensuring their wealth reflects their values and supports their goals for generations to come.
The Origin of “Third View”
Our name, Third View, embodies our commitment to thoughtful, multidimensional decision-making. We believe true clarity comes from examining every challenge or opportunity from multiple perspectives before reaching a conclusion. While simple answers can sometimes suffice, deeper analysis often reveals better solutions.
This principle is more than just a promise to our clients; it’s a standard we hold ourselves to every day. Curiosity, humility, and relentless exploration are the cornerstones of our approach. We are dedicated to uncovering opportunities others overlook and seeking to ensure our clients benefit from the highest level of insight and strategy.
Striving for Excellence: Setting a New Standard
At Third View, we don’t aim to follow industry norms; we aim to set them. Our vision is to be known for extraordinary talent, cultivating a team of professionals who provide thoughtful, sophisticated advice in all aspects of our clients’ lives.
For us, extraordinary is not a destination; it’s an evolving aspiration, a standard that constantly rises. No one can simply declare themselves extraordinary. What matters is the drive to improve every day.
To be part of our team, you don’t need to be extraordinary, but you must have an unwavering desire to strive for it. This commitment to talent and excellence defines who we are and what we stand for. That is what our clients expect.
We will be the firm that remains deeply engaged, sitting across the table from a father trying to save for his daughter’s education or a widow navigating the complexities of her family’s estate. Through our reputation for commitment and excellence, we want to earn the trust, and the business, of those who value true partnership.
A Relationship-Driven Philosophy:
At Third View, everything we do revolves around our clients. We respect the years of effort, sacrifices, and decisions it took to build their wealth, and we see it as our responsibility to protect and grow it. We view our role as true partners to our clients, walking alongside them as they navigate the complexities of life and wealth. Whether guiding them through uncertain markets, preparing for major life events, or helping them create a legacy, our focus is always on delivering solutions that align with their goals and values.
Our goal is for every client to feel proud and confident in their decision to work with us, knowing they’ve partnered with a firm that deeply values their trust and success. Whether it’s creating tailored estate plans, building a multi-generational legacy, or navigating investment decisions, we are committed to helping our clients live lives they are proud of.
Our outsourced family office framework allows us to scale our services to help meet each client's unique needs. Whether they’re managing the complexities of a multi-generational business or seeking peace of mind about their financial future. Every solution is tailored, every strategy is intentional, and every relationship is personal.
A Different Approach to Wealth Management
At the heart of Third View is a simple but powerful belief: wealth management is about more than just numbers. It’s about perspective, strategy, and the people behind the balance sheets.
We built this firm because we saw an opportunity to do things differently. To bring a level of sophistication, insight, and care that is missing in traditional wealth management. Integrity, partnership, and resilience are the foundation of our work, ensuring that every client receives not just financial advice, but a strategic relationship that grows and evolves with them over time.
Ultimately, we exist to help our clients see more, achieve more, and move forward with confidence. Our goal is to set a new standard in wealth management. One defined by perspective, expertise, and an unwavering focus on client success.
